Category Archives: Cocktail Investing Podcast

Cocktail Investing Ep 29: Sharing Our Recent Thematic Summit Conversation

Cocktail Investing Ep 29: Sharing Our Recent Thematic Summit Conversation

Tune in for this special episode of Cocktail Investing, featuring a recording from our last Thematic Summit that we held for our institutional subscribers at the end of June. It was a deeper than usual look at the economy and markets, and we also discussed a number of things as they relate to the Tematica Select List. The Select List is our recommended list of thematically well-positioned companies for our subscribers.

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Cocktail Investing Ep 28: Fireworks out of D.C. but VIX hits record lows as earnings season kicks off

Cocktail Investing Ep 28: Fireworks out of D.C. but VIX hits record lows as earnings season kicks off

In this week’s program, Republicans’ repeal and replace of ACA plan falls flat, more data points to slowing economy as market melts higher, why Netflix’s belief that “negative free cash flow will be an indicator of enormous success” is worrisome, despite the focus by Apple and others on mobile payments and our Cashless Consumption thematic investment theme, Alibaba and Tencent are killing it in China, and why Facebook’s latest moves set it apart from other the social media platforms.

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Cocktail Investing Ep 27: Dovish Yellen Rallies Stocks, But Comments & Beige Book Signal Slowing Economy

Cocktail Investing Ep 27: Dovish Yellen Rallies Stocks, But Comments & Beige Book Signal Slowing Economy

In this week’s program, Dovish Yellen pushes the market higher, but underlying economic data points to things headed in the opposite direction, the move away from cash is picking up (good news from our Cashless Consumption theme) and nearest and dearest to our hearts — coffee and wine are good things for our health. Yes!

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Cocktail Investing Ep 26: Amazon adds “Buying While Under the Influence” to business model as Markets Wobble and the FOMC blames cord cutting & drugs

Cocktail Investing Ep 26: Amazon adds “Buying While Under the Influence” to business model as Markets Wobble and the FOMC blames cord cutting & drugs

In this week’s program, Tematica’s investing mixologists, Chris Versace and Lenore Hawkins discuss the week’s economic data, relevant political happenings and share where they have spotted a few of the latest Thematic Signals.

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Cocktail Investing Ep. 25: Petya with CEO of Alert Logic, GM’s got the blues, Blue Apron’s IPO

Cocktail Investing Ep. 25: Petya with CEO of Alert Logic, GM’s got the blues, Blue Apron’s IPO

In this week’s program, Tematica’s investing mixologists, Chris Versace and Lenore Hawkins discuss the week’s economic data, relevant political happenings and share where they have spotted a few of the latest Thematic Signals. We then have a fascinating discussion with the Chairman & CEO of Alert Logic, Gray Hall.

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Cocktail Investing Ep. 24: As Amazon becomes the Death Star of retail, the Fed still looks for inflation in a deflationary world

Cocktail Investing Ep. 24: As Amazon becomes the Death Star of retail, the Fed still looks for inflation in a deflationary world

Amazon (AMZN) on the heels of whirlwind announcements from its acquisition of Whole Foods (WFM) to Nike (NKE) now selling some of it products directly to the online giant, the once internet-only giant is now THE poster child for thematic investing.

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Cocktail Investing Ep. 23: The Evolution of the Safer, More Entertaining and Eventually Autonomous Car

Cocktail Investing Ep. 23: The Evolution of the Safer, More Entertaining and Eventually Autonomous Car

To better understand the evolution of the smarter vehicle, Tematica Research’s mixologists Chris Versace and Lenore Hawkins spoke with Ted Cardenas, Senior Vice President of Marketing, Car Electronics Division at Pioneer Electronics Corp (PNCOY).

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